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Customer Service Ticket Categories Monthly Dashboard

Written by Ask Ada

Introduction

This is a monthly process guide for Customer Service Team to send out the Tickets Categories Dashboard to the markets.

On the 1st day of every month, you will receive an auto-triggered email “Ticket Categories” by Zendesk for every market (except China).

Below is the screenshot of how the email looks like.

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The email includes the Summary and the Breakdown of the Ticket Categories of previous month for each markets. You can follow the below process to send these out to the markets.

Monthly Process

  1. Find and open the email “Scheduled delivery: Ticket Categories” by Zendesk on the first day of every month

  2. Open a “New Email”

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  3. Change the sender to “[email protected]”

  4. Fill in the Reciever Local Customer Service Team and cc Regional Customer service team

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  5. Fill in the Subject “Monthly Tickets Categories Dashboard (November)”

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  6. Go back to the “Ticket Categories” email from Zendesk

  7. Screenshot the “Summary” and “ Breakdown” to the email content for each market

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  8. Attach the “Summary” and “Breakdown” png to the email

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  9. Hit on “Send” to send it to markets

  10. Mark the task complete “Monthly Zendesk Tickets Categories Dashboard” in ASANA CS Checklist.

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